UAT Seed Guide

Purpose

Seeded UAT data is designed to make the CRM flow visible end-to-end:

Marketing (MK) -> Sales -> Manager -> CEO

Default password for all seeded UAT accounts:

UatDemo123!

Seeded Users

User Email	Role	What this user should see	Expected CRM data	Expected approval actions
`mk.uat@alla.local`	Marketing	lead intake, assigned lead queue, follow-up workload, dashboard without final commercial authority	newly created and assigned leads including crane and dock door stories	assign leads to sales, monitor follow-up only
`sales.crane.uat@alla.local`	Sales - Crane	own crane opportunities and quotations, pricing-visible commercial pipeline for crane work	crane project stories such as Siam Manufacturing / Toyota Gateway Plant	submit crane quotation for approval, track follow-up
`sales.dockdoor.uat@alla.local`	Sales - Dock Door	own dock door opportunities and quotations, follow-up workload	dock door stories such as Eastern Logistics / WHA Warehouse	submit dock door quotation, maintain follow-up and revisions
`mgr.sales.uat@alla.local`	Sales Manager + Department Manager	team-wide quotation queue, approval steps 1 and 2, broader sales pipeline	pending manager approval, manager-approved waiting CEO, revised quotations	approve, reject, return, and advance quotations
`ceo.uat@alla.local`	CEO / Top Manager	executive dashboard, organization-wide quotations, final approval queue	manager-approved quotations waiting final decision, approved deal visibility	final approve or reject quotations
`admin.uat@alla.local`	CRM Admin	full setup/admin visibility including master options, sequences, approvals, document templates	complete seeded organization data	verify configuration, inspect all data, no special workflow dependency

Seeded Workflow Scenarios

Scenario A: Crane Project

Customer: Siam Manufacturing Co., Ltd.
End Customer: Toyota Gateway Plant
Project: Overhead Crane Installation Phase 1
Product Type: Crane
Owner flow: MK -> Sales Crane -> Sales Manager -> CEO
Expected status: manager-approved and waiting final CEO approval

Scenario B: Dock Door Project

Customer: Eastern Logistics Co., Ltd.
End Customer: WHA Warehouse
Project: Loading Dock Expansion
Product Type: Dock Door
Owner flow: MK -> Sales Dock Door
Expected status: draft/follow-up style commercial progress before final submission

Scenario C: Lost / No Quotation

Customer: Demo Lost Customer
Expected status: No Quotation
Expected reason: Budget not approved

Scenario D: Follow-up Due States

seeded at least one follow-up due today
seeded at least one overdue follow-up
seeded at least one upcoming follow-up

Approval Flow Expectation

Seeded workflow: Quotation Standard Approval

Sales submits quotation
Sales Manager approves
Department Manager approves
CEO final approves

For UAT simplicity, mgr.sales.uat@alla.local holds both manager stages so the queue is easy to validate visually.

Seed Commands

npm run seed:system
npm run seed:uat
npm run seed:reset -- --allow-db-reset

Verification

npm run typecheck
npm run build
npm run seed:reset -- --allow-db-reset
npm run verify:encoding
npm run verify:crm-access
npm run audit:pdf

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